Gary Black(@garyblack00):Please see my daily pre-mkt summary on my assessment of elevated oil prices caused by Saudi Arabia’s closure of their East-West pipeline, which has driven Brent crude to $105/bbl and caused 10-year treasury yields to spike to 5.05%, its highest level since 2007. This has led value stocks to significantly outperform growth stocks (+20.9% vs +2.7% respectively YTD) with long duration growth stocks like $TSLA impacted most. Money markets now see a 92% chance of a Fed hike (first hike since July 2023) tomorrow following the two-day Fed meeting.

Gary Black

@garyblack00

Managing Partner, The Future Fund LLC, SEC registered investment adviser. CEO/CIO/PM. Disclosure:

参加 August 2019

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Gary Black@garyblack00

2026.09.15 09:57

Please see my daily pre-mkt summary on my assessment of elevated oil prices caused by Saudi Arabia’s closure of their East-West pipeline, which has driven Brent crude to $105/bbl and caused 10-year treasury yields to spike to 5.05%, its highest level since 2007. This has led value stocks to significantly outperform growth stocks (+20.9% vs +2.7% respectively YTD) with long duration growth stocks like $TSLA impacted most. Money markets now see a 92% chance of a Fed hike (first hike since July 2023) tomorrow following the two-day Fed meeting.